Indexes

Wilshire Indexes help clients, investment professionals and researchers accurately measure and better understand the market. The Wilshire Index family leverages more than 40 years of Wilshire performance measurement expertise and employs unbiased construction rules.

The flagship Wilshire 5000 Total Market IndexSM (Wilshire 5000®), widely accepted as the definitive benchmark for the U.S. stock market, celebrates 40 years this year. Developed in 1974 to address a clear gap in the market, the Wilshire 5000 offers a robust alternative to a market proxy of just 500 stocks that, by nature, falls short as a basis for risk measurement and diversification by missing a significant part of the investment performance story.

Wilshire 5000 Family: Flagship family includes the Wilshire 5000, Wilshire 4500 Completion and a suite of Wilshire size and style indexes designed to help investors evaluate performance of style managers.

Wilshire Real Estate Family: The Wilshire Real Estate Securities Index and sub-indexes, including the Wilshire US REIT, are designed to measure the real estate market without the limitations of appraisal-based indexes and instead use focused, publicly traded real estate, equity securities. In 2006, global real estate indexes were included.

Wilshire Liquid Alternative Family: The Wilshire Liquid Alternative Family is designed to provide a broad measure of the liquid alternative market, as well as sub-strategies, and measures alternative investment strategies accessed via liquid ’40 Act mutual funds.

Wilshire Business Development Company IndexSM: The Wilshire Business Development Company (BDC) Index is designed to measure the performance of publicly-traded BDCs that focus on the debt financing of small, developing and financially troubled companies.

Powered By WilshireSM

Powered by Wilshire: Powered by Wilshire is an offering that allows investment and fund managers to marry their own proprietary index methodology with Wilshire’s well-respected brand, time-tested index calculation engine and state-of-the-art distribution platform. The new offering provides an independent, 3rd party, implemented solution that delivers historical index data to support marketing efforts as well as ongoing calculations. For more information about Powered by Wilshire, click here.

ABR Equity Size Premium IndexSM, Powered by Wilshire: The ABR Equity Size Premium Index designed by ABR Dynamic Funds, LLC, measures a proprietary model that reweights the S&P 500 by blending its market-capitalization–weighted and equal-weighted indices. The model targets the generally higher returns of smaller capitalization stocks in the S&P 500 over long periods of time while also dynamically mitigating their increased risk in a crisis, aiming to outperform the S&P 500.

OWL ESG-Weighted U.S. Large Cap IndexSM, Powered by Wilshire: The OWL ESG-Weighted U.S. Large Cap Index is designed to provide a large market capitalization benchmark for environmental, social and governance (ESG) investing. The OWL ESG-Weighted U.S. Large Cap Index uses a methodology designed by OWLshares™ for a representative basket of approximately 500 large-cap stocks that are weighted by OWL ESG™ scores.